Whi Real Estate Partners L.P
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Overview
Whi Real Estate Partners L.P operates as an advisory firm that has its headquarters in Chicago, Illinois. It administers $1.0 billion in assets under management throughout 15 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). The company has a small group, including 17 financial advisors. Whi Real Estate Partners L.P is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.
Whi Real Estate Partners L.P manages all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing to seek client permission. The firm oversees roughly $67.3 million for each account. An average financial advisor at Whi Real Estate Partners L.P administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's central office is at 353 North Clark St., Chicago, Illinois 60654. The firm is legally registered to serve customers across a number of states, including Illinois and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Whi Real Estate Partners L.P by the Numbers
$1.0 billion
18
15
$67.3 million
Fee Structure
Fees charged by financial advisors largely are based on which service is offered. However, fee types charged by the company can consist of any combination of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Whi Real Estate Partners L.P.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Whi Real Estate Partners L.P provides services to pooled investment vehicles. Out of its 15 customers, Whi Real Estate Partners L.P's biggest client group by number of accounts is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Whi Real Estate Partners L.P does not have any disclosures.
Please visit its Form ADV for more details.
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